Wealth Services Coordinator
Shawn is a Wealth Services Coordinator at Alitis Investment Counsel with over 15 years’ experience in the financial services industry.
Shawn takes great care and pride in helping clients create and protect their wealth after developing a sound understanding of their goals and values. He is motivated to providing superior client service and focuses on identifying clients’ financial, retirement, and estate planning objectives while also completing retirement income projections and risk management analyses.
Shawn’s qualifications include the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations. He has also completed his Canadian Securities Course (CSC®) and Life License Qualification Program (LLQP).
Shawn lives in the Comox Valley with his wife, Sheila, and two children, Evan and Lauren. Outside of the office he can be found skiing with his family, playing hockey, working on his fitness, and trying to play golf.